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Google announces new performance thresholds for Android apps, including memory-use limits, citing "significant hardware supply constraints" due to the AI boom (Sarah Perez/TechCrunch)
Google imposed stricter memory-use limits on Android apps to accommodate hardware supply constraints caused by surging AI data center demand for memory chips.
Aug 27, 2026
Sources: the AI-driven memory chip shortage kicks off a rush of DC lobbying; many US officials appear unsympathetic to Apple's desire to buy Chinese chips (New York Times)
The AI boom has intensified demand for memory chips, triggering corporate lobbying in Washington—particularly by Apple seeking to import Chinese-made chips—while US officials resist due to national security concerns.
Aug 10, 2026
The global memory shortage hits the MacBook Air
Apple's MacBook Air is experiencing reduced availability due to the global memory chip shortage, highlighting supply chain vulnerability in a flagship consumer device.
Aug 3, 2026
Samsung expects memory shortage to worsen through 2027 and last until 2028
Samsung forecasts a memory chip shortage extending through 2027 and lasting until 2028, driven primarily by surging AI data center demand.
Jul 31, 2026
Letter: chip sector group SEMI, including Micron and Samsung, warns Scott Bessent US policies affecting prices or production capacity would worsen the shortage (Maggie Eastland/Bloomberg)
SEMI — a semiconductor industry trade group representing Micron, Samsung, and others — sent a letter to Scott Bessent warning that U.S. government interventions targeting memory chip prices or production capacity would exacerbate the global memory chip shortage.
Published Jul 3, 2026 · Analyzed Jul 6, 2026